Marshall Financial Group LLC - Q22026 Holdings

Marshall Financial Group LLC holds 311 stocks with a total portfolio value of $ 685.71M as of Q22026. In Q22026, Marshall Financial Group LLC added 51 new positions, increased stakes in 113 stocks, reduced 115 holdings, and fully exited 33 positions. The largest holding is Spdr Series Trust (BILS), representing 5.13% of the total portfolio.